Client management software

Client management software built for marketing agencies.

ClientPlug is client management software for digital marketing agencies. Keep every client's payment status, ad accounts, campaigns, and tasks in one organized dashboard, with no scattered spreadsheets and no missed details.

< 2 min

Client setup time

2+

Ad platforms synced

Real-time

Data refresh

7 days

Free trial

Manage every client account in one place

As an agency takes on more clients, the details multiply fast: billing in Stripe, ad accounts in Meta and Google, performance numbers in three dashboards, and to-dos wherever you happened to write them down. Client management software pulls all of that into one structured system.

ClientPlug gives every client a single record: payment status and monthly revenue, the Meta and Google ad accounts assigned to them, the campaigns running right now, and the tasks your team still needs to finish. The whole roster is sortable and searchable, so understanding any client's status takes seconds.

Unlike a generic CRM bolted onto an agency workflow, ClientPlug is built for how agencies actually operate: recurring retainers, multiple ad accounts per client, performance targets, and role-based access for your team.

Benefits

Everything you need to manage clients

One record per client

Payments, revenue, ad accounts, campaigns, and tasks attached to a single client and always in sync.

Searchable client roster

Find any client instantly and sort by payment status, revenue, or campaign activity from one table.

Payment status built in

Stripe sync shows paid, upcoming, and overdue right on each client, so nothing is billed twice or forgotten.

Ad accounts mapped

Assign Meta and Google ad accounts to a client once; their campaign data stays organized under them.

Tasks with due dates

Attach to-dos to any client with color-coded reminders for what's overdue or due soon.

Team roles & access

Invite admins and employees and give each teammate access to exactly the clients they manage.

Features

Everything your agency needs

Built specifically for digital marketing agencies managing multiple clients across platforms.

Stripe Payment Sync

Automatically pull subscription data for each client. See who's paid, who's overdue, and your total MRR at a glance.

Meta Ads Integration

Sync campaigns from Meta Ads Manager. See spend, results, cost-per-result, and performance trends for every client.

Google Ads Integration

Connect your MCC account and pull campaign data for every client. GAQL-powered queries keep metrics accurate.

Meta Conversions API

Set up server-side conversion tracking for any client in one line of code. Recover signal lost to iOS and ad blockers, and lift Event Match Quality, no developer required.

MRR Dashboard

Track your agency's monthly recurring revenue in real time. See contributions from each client and total growth.

Client Overview Table

Every client in one sortable, searchable table. Payment status, campaign health, and revenue at a glance.

Campaign Cost Tracking

Set target costs per result for each campaign. See at a glance which campaigns are performing above or below target.

AI Campaign Insights

Generate a prioritized action plan for any campaign from its Meta and Google data, then export it to PDF or Word in one click.

White-Label Client Reports

Send branded performance reports on autopilot, scheduled weekly, monthly, or on custom dates, straight to each client's inbox.

Health at Every Level

One health score for your whole agency that drills down to every client, campaign, and individual ad, so you spot trouble at a glance.

Pricing

Simple, transparent pricing

Every plan starts with a 7-day free trial. Cancel anytime before it ends and you won't be charged.

Starter

For freelancers and solo operators

$19/month
  • Up to 5 clients
  • Meta & Google Ads sync
  • Stripe payments & live MRR
  • White-label client reports
  • Analytics, churn & health scores
  • Campaign cost targets
  • To-do lists & Google Calendar
Start 7-day free trial
Most Popular

Pro

For growing agencies

$29/month
  • Everything in Starter, plus:
  • Up to 10 clients
  • 1-line Meta Conversions API
  • Priority support
Start 7-day free trial

Enterprise

For established agencies

$49/month
  • Everything in Pro, plus:
  • Unlimited clients
  • AI campaign insights (100 credits/mo)
  • Team members & roles
Start 7-day free trial
FAQ

Common questions

A spreadsheet can't pull live data, and a generic CRM isn't built for ad accounts and retainers. ClientPlug automatically syncs payment status from Stripe and campaign metrics from Meta and Google Ads, organized around how agencies actually manage clients.

Yes. The Enterprise plan supports unlimited clients, and the searchable, sortable client table is designed to keep large rosters easy to navigate.

Payment status and monthly revenue, assigned Meta and Google ad accounts, active campaigns with spend and results, client type, and any tasks, all in one place.

On the Enterprise plan you can invite team members as admins (full access) or employees (read-only, limited to assigned clients), so everyone sees the clients they manage and nothing they shouldn't.

Get every client organized today

Start a 7-day free trial and bring your first client's payments, campaigns, and tasks into one managed view. Add more anytime.

7 days free on any plan. Cancel anytime before it ends.